Individual within this role will be part of the Operations Team, which is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business.
Impact of this Role:
Individual will collaborate with teams across Asset & Wealth Management to administer charitable giving in Donor Advised Philanthropy Fund for Wealth Management Inc. Individual within this role will have a strong desire to learn about the processes and controls around 501(c)(3) public charities. Through strong attention to detail, this individual will assist in the administration of Donor Advised Funds, handling a high volume of a wide variety of tasks.
Impact of the Team:
Charitable Services Group is a multi-faceted and cross divisional team within Operations which administers the Donor Advised Funds, Charitable Foundation, Donor Advised Philanthropy Fund for Wealth Management Inc, and Firm Gives Funds. The Charitable Services Group collaborates with Private Wealth Advisor teams and clients to effectuate the clients’ granting goals, Engineering to uplift the client experience and Trading to establish plans for investments to maximize client impact. As the Donor Advised Funds are 501(c)(3) public charities, Charitable Services is also responsible for producing regulatory reporting on the Donor Advised Funds granting history in partnership with Legal, Compliance, Controllers and external Auditors. The team also works actively with the charities who are being granted to in order to confirm they are in good standing with the IRS and gather additional documentation as necessary.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Check Handling: Process incoming and outgoing checks with a high degree of accuracy and timeliness, including logging, tracking, validating payee information, coordinating approvals, and supporting reconciliation of check-related activity in accordance with internal controls and established procedures.
- Reporting & Analysis: Prepare, update, and maintain recurring and ad hoc reports in Excel to support team operations, management review, and audit readiness. Ensure data is complete, organized, and accurate, and assist with tracking key operational metrics, volumes, and outstanding items.
- Account Maintenance: Perform record updates across donor-advised fund records and related administrative systems, including updating account information, documenting changes, and ensuring records remain accurate, current, and aligned with internal policies.
- Process Improvement and Operational Efficiency: Identify opportunities to improve administrative workflows, reduce manual effort, and strengthen consistency in execution. Contribute to process enhancements by suggesting practical improvements to tracking, reporting, templates, and team procedures.
- Cross-Functional Coordination: Communicate professionally with stakeholders to resolve administrative items, gather missing information, and support smooth execution of operational tasks across teams involved in charitable grant making
SKILLS AND EXPERIENCE WE’RE LOOKING FOR
BASIC QUALIFICATIONS
- 1-3 years of professional experience with a preference towards experience with Donor Advised Funds, or other charitable organizations
· PREFERRED QUALIFICATIONS
- Candidate must be proactive, enthusiastic and team oriented
- Strong client service orientation with prior work experience in a role handling client outreach
- Ability to remain composed under pressure
- Ability to adapt to new challenges and a fast-changing environment
- Accuracy and attention to details
· Bachelor’s Degree
- Strong written and verbal communication skills
Pay: From $25.00 per hour
Application Question(s):
- Do you have 1-3 years of professional experience with a preference towards experience with Donor Advised Funds, or other charitable organizations?
- Is the work location for this role commutable for you?
Education:
Work Location: In person
